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Epicor Data Analytics

Turn data stored in your Epicor solution into actionable insights.

Achieve new levels of business insight

Epicor Data Analytics (EDA), powered by Phocas, is an easy-to-use cloud service with powerful tools to help you reduce costs, identify new opportunities, and speed decision-making.

  • Stay up-to-date with the daily changes of your business
  • Eliminate time-consuming and error-prone manual reporting processes
  • Visualize data across all of your business systems from production to sales
  • Prepare financial statements and deliver accurate revenue forecasts

Financial Statements

Modern Reporting For Data Efficiencies

Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization.

  • Customize financial statements for managers and stakeholders
  • Configure statement data to specific users and proactively manage KPIs
Download Fact Sheet

Budgeting and Forecasting

Cloud Capabilities For Anytime Budgeting

This is how you track and manage budgets on your time, your way. EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets.

  • Re-forecast or prepare rolling forecasts with interactive capabilities
  • Access non-financial data in Kinetic (new name for Epicor ERP) and other databases with flexible spreadsheet functions
Download Fact Sheet

Epicor Data Analytics Content Packs

“The architectural approach to data that EDA uses is one of the best we have seen. Developing a Business Intelligence framework for EDA is very easy compared to other mainstream transformation and reporting solutions from other vendors.”
Jon Kemp
Jon Kemp, Business Intelligence (BI) Consultant | WD-40 and Wisx Ltd
Read Customer Story

Watch short demo videos and a great customer testimonial on Epicor Data Analytics (EDA) and learn about exceptional benefits.

Sales (sales, orders, quotes)

Quickly discover business trends by visualizing the sales data in your Epicor system. Get deeper insight into sales results by account, location, geography, order, and more.

Answers questions like:

  • What is my average sales and gross margin by invoice?
  • Who was buying, but is not buying now?
  • Where are we succeeding geographically?

Gain full visibility into:

  • Net sales
  • Quantity shipped
  • Quantity ordered
  • Material cost
  • Fixed burden
  • Variable burden
  • Labor cost
  • Other cost
  • Gross margin

Materials (inventory, purchasing, and shipping)

Improve the productivity of what is likely your largest fixed asset—your inventory—by making sure you invest in the right inventory mix. EDA can help you see your inventory data more clearly.

Answers questions like:

  • What is our current inventory value today?
  • What are our potential inventory shortfalls?
  • What is on order in my open POs?
  • Where are my shipments?

Gain full visibility into:

  • Quantity on hand
  • Inventory value
  • Cost
  • Allocated
  • Backordered
  • On PO
  • In transit
  • Quantity ordered

Financials (AR/AP and general ledger)

Improve overall visibility into your business by drilling down into categorized accounts and transactions within your income statement and balance sheet.

Answers questions like:

  • What are this year’s actuals versus last year’s actuals by account?
  • How long is money held up in accounts receivable?
  • What payments are receivable and what invoices are due?
  • Did we take advantage of discount terms and how much did we save?

Gain full visibility into:

  • Amount paid
  • Terms taken
  • Allowed
  • Bad debt amount
  • Amount receivable
  • Owing
  • Items invoiced
  • Invoices paid
  • Memos
  • Terms taken
  • Transactions for income statement and balance sheet

Production (production, reporting and quality)

With the production content pack for Kinetic, make certain that quality products are produced for the right customer at the right time—for the right price and profit margin.

Answers questions like:

  • What are my resource earned hours?
  • Do I have differences in production rates between shifts?
  • How do I improve the overall effectiveness of my resources?
  • What is the most frequent cause for product rejections?

Gain full visibility into:

  • Good quantity
  • Total quantity
  • Good value
  • Total value
  • Estimated setup hours
  • Estimated production hours
  • Actual production hours
  • Actual production
  • Rework hours
  • Actual setup hours
  • Actual setup rework hours
  • Production run standard
  • Production labor rate
  • Setup labor rate
  • Production burden rate
  • Setup burden rate
  • Actual labor cost
  • Actual burden cost
  • Rework labor cost
  • Rework burden cost

Phocas and Epicor Data Analytics Receive 34 Top Rankings in BARC’s The BI Survey 19

The Phocas-powered Epicor Data Analytics (EDA) outperformed other industry-leading BI and analytics vendors to rank first in categories including business value, Mobile BI, project success, recommendation, customer satisfaction, and more.

Download the Report

Connect With Epicor

Tell us about your unique goals and challenges so we can show you why Epicor software is a better fit.  Contact us by phone, chat, or email. If you’re an existing customer, please log in to EpicCare.